The Estee Lauder Companies Inc. $EL Shares Acquired by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in The Estee Lauder Companies Inc. (NYSE:EL) by 3.1% during the 3rd quarter, Holdings Channel reports. The fund owned 506,182 shares of the company’s stock after acquiring an additional 15,105 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Estee Lauder Companies were worth $44,605,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in shares of Estee Lauder Companies by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 26,904,441 shares of the company’s stock valued at $2,173,879,000 after purchasing an additional 341,235 shares during the last quarter. State Street Corp grew its stake in shares of Estee Lauder Companies by 0.6% during the second quarter. State Street Corp now owns 10,859,539 shares of the company’s stock worth $877,451,000 after purchasing an additional 69,959 shares in the last quarter. Invesco Ltd. increased its holdings in Estee Lauder Companies by 13.7% in the second quarter. Invesco Ltd. now owns 7,596,379 shares of the company’s stock valued at $613,787,000 after buying an additional 914,594 shares during the last quarter. Bank of New York Mellon Corp raised its stake in Estee Lauder Companies by 46.4% in the third quarter. Bank of New York Mellon Corp now owns 6,112,501 shares of the company’s stock valued at $538,634,000 after buying an additional 1,937,107 shares in the last quarter. Finally, Geode Capital Management LLC raised its stake in Estee Lauder Companies by 17.8% in the second quarter. Geode Capital Management LLC now owns 5,912,792 shares of the company’s stock valued at $475,710,000 after buying an additional 892,631 shares in the last quarter. Hedge funds and other institutional investors own 55.15% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently issued reports on EL. UBS Group upped their price objective on Estee Lauder Companies from $105.00 to $119.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. Zacks Research cut Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research note on Monday, February 9th. Argus upgraded shares of Estee Lauder Companies from a “hold” rating to a “buy” rating and set a $105.00 price target on the stock in a research note on Tuesday, November 11th. Jefferies Financial Group began coverage on shares of Estee Lauder Companies in a report on Wednesday, January 14th. They set a “hold” rating and a $110.00 price objective on the stock. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $113.00 price objective on shares of Estee Lauder Companies in a research report on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $104.43.

Estee Lauder Companies Price Performance

Shares of NYSE EL opened at $109.33 on Friday. The stock has a market cap of $39.55 billion, a P/E ratio of -218.65, a P/E/G ratio of 1.22 and a beta of 1.14. The Estee Lauder Companies Inc. has a twelve month low of $48.37 and a twelve month high of $121.64. The stock has a 50 day moving average of $110.89 and a two-hundred day moving average of $99.39. The company has a current ratio of 1.36, a quick ratio of 1.00 and a debt-to-equity ratio of 1.82.

Estee Lauder Companies (NYSE:EL) last announced its earnings results on Thursday, February 5th. The company reported $0.89 EPS for the quarter, beating analysts’ consensus estimates of $0.84 by $0.05. Estee Lauder Companies had a negative net margin of 1.21% and a positive return on equity of 17.59%. The business had revenue of $4.23 billion for the quarter, compared to analysts’ expectations of $4.22 billion. During the same period in the previous year, the company posted $0.62 EPS. The company’s quarterly revenue was up 5.6% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. On average, research analysts forecast that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current year.

Estee Lauder Companies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 27th will be paid a dividend of $0.35 per share. The ex-dividend date is Friday, February 27th. This represents a $1.40 annualized dividend and a dividend yield of 1.3%. Estee Lauder Companies’s dividend payout ratio is -280.00%.

About Estee Lauder Companies

Estée Lauder Companies Inc (NYSE: EL) is a global leader in prestige beauty that develops, manufactures and markets a broad portfolio of skincare, makeup, fragrance and hair care products. Founded in 1946 by Estée Lauder, the company has grown from a small family business into a multinational consumer-products enterprise headquartered in New York City. Its activities span product research and development, brand and product marketing, manufacturing and global distribution across multiple retail channels.

The company’s portfolio includes a mix of legacy and prestige brands that target different consumer segments and price points, with well-known names such as Estée Lauder, Clinique, MAC, La Mer and Jo Malone among others.